$2,837 $0
Your upfront cost: $0
Duration
14 weeks
Study method
100% Online
Available loans
- HECS-HELP
- FEE-HELP
Assessments
100% online
Prior study
Not required
Start dates
- 10 Jul 2023
Australia’s fourth oldest university, the University of Tasmania, is highly regarded internationally for teaching and academic excellence. The university offers more than 100 undergraduate degrees and more than 50 postgraduate programs across a range of disciplines. The university offers students a diverse range of opportunities, the chance to learn from leading experts, and excellent preparation for their future careers.
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Explore UTAS courses.
QS Ranking 2023
17
Times Higher Education Ranking 2023
22
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Subject details
-
- Week 1 - Financial planning environment & Compliance and Ethics
- Week 2 - Client-adviser relationship & Keys to successful financial planning
- Week 3 - Constructing a Statement of Advice (SoA) & Cashflow and Budgeting
- Week 4 - Asset allocation & managing risk & Financial mathematics
- Week 5 - Taxation
- Week 6 - Budgeting, Securing & Managing Credit & Home ownership
- Week 7 - Direct investing – Shares & Indirect investing – Managed Funds
- Week 8 - Fixed Income Securities & Investments & Property
- Week 9 - Superannuation
- Week 10 - Retirement & Social Security
- Week 11 - Risk & Insurance
- Week 12 - Insurance – Income & Health & Estate Planning
- Week 13 - Revision
No eligibility requirements
Additional requirements
No additional requirements
The subject Financial Planning will help you gain an understanding of how financial advisers and support staff are part of a large industry that provides necessary services to the community and contributes to Australia’s economic performance. Working through this subject should also help you understand what factors affect the various job tasks that advisers do.
The financial services industry is undergoing rapid change, with new jobs being created and other jobs disappearing. The way in which financial advisers work today is very different from the way things were ten years ago. And the way in which you will work in five or ten years is expected to be very different from now. This subject is intended to help you understand these changes and to prepare you to be part of these changes.
The aim of Financial Planning is to develop a strong foundation for students wishing to pursue a career in the financial services industry, as well as providing invaluable knowledge and skills in personal finance. Upon completion of this course, students should have an understanding of the regulatory framework governing the Australian financial services industry and possess basic financial planning skills in investment advice
The `key areas' that are important for the financial planning process are examined, namely: the regulatory framework; investments; managed funds; superannuation; home ownership; risk management and insurance; taxation; consumer credit; social security; estate planning.
- Three (3) Online Quizzes (30%)
- Examination - Take Home (40%)
- Financial Planning Analysis (30%)
For textbook details check your university's handbook, website or learning management system (LMS).